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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,007 | $165,361+64.5% | $149,715+81.7% | $158,950+71.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | -2.31% | 348.24%-350.5pp | 276.66%-279.0pp | 302.91%-305.2pp |
| Employer contribution / active EE | $4,930 | $5,103-3.4% | $4,645+6.1% | $4,762+3.5% |
| Participant deferral / active EE | $8,299 | $7,182+15.6% | $6,842+21.3% | $5,983+38.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |